This column was originally published on RealMoney on April 11 at 10:08 a.m. EDT. It's being republished as a bonus for TheStreet.com readers. For more information about subscribing to RealMoney, please click here.

Another chance to buy

Lundin Mining

(LMC)

. Today's

acquisition of Tenke, on top of the last one this company just made for

Rio Narcea

(RNO)

, shows me that Lundin is trying to be the next

Rio Tinto

(RTP) - Get Report

, with far-flung enterprises and lots of niche metals that China will need and everyone else is struggling to find.

Lundin is the

Yamana

(AUY) - Get Report

of basic minerals, the midrange growth play that can acquire or be acquired. After decades of consolidation in the minerals business, there aren't a lot of players left. Those that are left are being bought by

CVRD

(RIO) - Get Report

or

BHP Billiton

(BHP) - Get Report

or Rio Tinto or now, Lundin.

But of those, the one that lacks in-depth U.S. analyst coverage is Lundin. It's followed only, on a major-house basis, by

Oppenheimer

and

UBS

.

I know Lundin's acquisition pace seems too fast, but that's exactly the course that Yamana followed when it was at $7. It has since doubled. Lundin is going to be the big story for minerals next year when these deals all get sorted out.

Better to get in now. Every day I come in and hear about how BHP and CVRD and

Freeport

(FCX) - Get Report

are doing.

Soon it will be how Lundin is doing. This will remain a very big stock, and the more liquidity, the better.

Random musings:

I can't believe how slowly that

BusinessWeek

article about

Sears

(SHLD)

has trickled into the marketplace. Eddie Lampert's creating more than a billion dollars in worth from his brands and is going to put them back into the shares. This is going to be a small-cap company by share count when he is done! Still not too late to buy the best-performing retailer. ... Once again, people are asking me if the

Citigroup

(C) - Get Report

layoffs are enough to change my mind about how the company's doing. I am saying, "They laid off 17,000 people. Now they just need one more layoff, right at the top!"

At the time of publication, Cramer was long Sears Holdings.

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